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This tutorial aims at explaining how to create a sale order. Whether dealing with products or services, this is one of the key operations that is frequently performed in all businesses.
This is a several steps procedure :
First, you need to create the sale order so that it exists in ERP5, then edit the details of your sale order and lastly, confirm the sale order. The result of these steps is the generation of a “sale packing list”, linked to this sale order.
Note that the concept of "Sale Packing List" which is used to manage the stock, container and delivery of products can be also applied to services, and it is also indispensable. In this tutorial we will use a physical product to help you understand how to manage sale order, but the procedure goes the same for a service: confirming the sale order will generate a sale packing list, then a corresponding invoice.
Products/Services : sales order => sales packing list ==> invoice ==> payment
We are going to explain the procedure using a new example. We have previously created persons, organisations and products, which we will use throughout this tutorial :
Your company (Hongzhao) is an electronic component supplier, and has many clients worldwide. One of this clients is Z Company, which is an electricity supplier. Z Company has just ordered 100 000 Red Led
from your company under the following terms :
: Red LED
: Your company (Hongzhao)
: Your company (Hongzhao)
: Your company (Hongzhao)
: General Sale Trade Condition
: By air
: Z Company
We recommend you have some experience working with ERP5 before creating sales orders. If you are experiencing any difficulties, we encourage you to refer back to previous tutorials about how to create and link persons and organisations. At this point, you should feel comfortable creating new objects in ERP5. To create sale orders, use the same method: choose to create a new sale order from the home menu of ERP5.
You will then be redirected to the sheet of the sale order you have just created.
There are several tabs in a Sale Order document:
The “View” tab has general information about the order itself, such as who is selling and who is buying, as well as the shipping and delivery date, etc...
The “Payment” tab gathers information about how the order is going to be paid.
The “Profile” contains information about the seller and the buyer.
“History” helps you track every movement occurring with the object.
Using previously provided information, we are now going to fill the “View” tab of this sale order
Try to do it on your own, and compare your results on this image.
There are two important points to remember: first, it is important to fill in the field "Sale Trade Condition"
; second, you have to
put a valid Shipping and Delivery Date, a date that is inside the Effective and Expiration Date of the Sale Trade Condition
you have chosen for this Sale Order.
When you are done, do not forget to save your work before browsing another tab.
After you saved your work in the View tab, open the Action list and choose "Apply Sale Trade Condition"
The chosen General Sale Trade Condition created by the ERP5 system has some basic information as the sale trade conditions you learned to created by yourself. When you apply it, some information in the View tab and other tabs will be updated according to it automatically (see the previous tutorial "How to create Trade Conditions").
When saving the “View” tab, information has been gathered about the sender, the recipient etc., since you have chosen the Sale Trade Condition. As you can see by browsing the “Profile” tab, you do not have to enter these information again, ERP5 displays it automatically
. Then, the only information you have to
edit is about the invoice
: who sends it, who should receive it and who pays it? Please see next page.
Now you can edit the remaining information in the Profile tab according to the information of the sale order.
For now, the first part of creating a Sale Order is over: you have filled the “View”, “Payment” and “Profile” tabs successfully with the required information.
However, you have not yet entered any information about a product or a service
. The goal of a Sale Order is to enter information about the order, meaning that
a product or a service must be involved as well
. In fact, ERP5 works in a way that
, you add general information about the sale, and
, you add products or services to this order, depending on what has been ordered by your client. To do so, we are now going to add “Sale Order Lines” to this Sale Order. Remember that each sale order line represents a product or a service, the quantity is irrelevant. For example, if two different products have been ordered, you will have two sale order lines on your sale order; if only one product has been ordered with a quantity, you will have only one sale order line.
First, browse the “Action” menu and choose “Add Sale Order Line”
. You will be directed to the Sale Order Line document.
As you can see on the bread crumb, you are now located on the Sale Order Line document named “1” by default, since this is your first order line ever.
After you have named your Sale Order Line properly
, you can
link a product
to it. To do so, just click on the wheel next to “Product or Service”, and set relation as described in the previous tutorial
"Linking Persons and Organisations".
After you have saved the change in the Product and Service field, you will find out that the Price of your product and the Base contribution are updated automatically
according to the price set in the Product document (if you have entered these information when you created your product correctly). However, you can still edit these fields, according to your decision with the buyer. Then, type the
ordered by your client, in our example, we will enter 100000.
Then, as you can see on the picture, some of the information needed here is created by the Sale Order itself
, such as the Shipping Date, Sender, etc. This is the main reason why we recommend you should first fill the “View”, “Payment” and “Profile” tabs of the Sale Order before adding a Sale Order Line. Those details will be updated automatically.
This operation implies that the product or the service you want to be linked to the Sale Order has already been created in ERP5. Please browse the tutorial
"How to create Products" for more information about how to proceed.
How will the price appear if the product has various prices? Such as the book we created in the previous tutorial which has two formats so two prices?
When you choose a product which has variations, after you link it to the sale order line, there will have a new filed appeared under the "Product and Service": "Variations". Choose all lines in "Variation" field, and click "Save" button. Then you will see two new tabs been created: Quantity and Price. You only have to define the quantity of different product variation in the sales order, "Save" the changes, then the Total Quantity and Total Price in the Sales Order's view page will be updated accordingly.
Now that we have filled the details of the Sale Order Line, which means that we have added a product to the Sale Order, we can now go back to the Sale Order document to finish its editing.
Do not forget to save your work by clicking on the disk on the right of the screen.
When saving is complete, take a look at the bread crumb:
If you remember correctly, the bread crumb displays a location, and has a folder path. For example, the one here displays:
ERP5/Sale orders/Red LED/Red LED
This means that you are in the instance
, in the
Sale Order Line “Red LED”
which is located in the
“Sale order” “Red LED”
So, to go back to your Sale Order, just click on
(the red represents your Sale Order, the blue represents the Sale Order Line) in the bread crumb.
After reviewed the Sale Order Lines in the View tab of the Sale Order, and you are sure everything else is fine, you can change the state of the Sale Order. The first step is to browse the “Action” menu, and click on “Confirm”
. A new page will appear in which you can add comments and validate that you want to
“Confirm" the Sale Order
This step is really important, because when you "Confirm" a Sale Order
, you tell ERP5 that you have agreed with the buyer and confirm the Sale Order, so you can start to preparing the products for the shipment. Then you will be ready to fill the details of the shipment, which is done using the Sale Packing List that has been generated while
confirming the Sale Order
When a Sale Order is “confirmed”, a Sale Packing List is automatically generated at the same time
(it can take few minutes). You can reach it and modify it by browsing the “Jump...” menu and choosing
“Related Sale Packing List”
Note: It sometimes happens that you have an error message : "No Sale Packing List related". This means most of the time that the Sale Order is not confirmed yet. Remember that the Sale Packing List is only created when you confirm a Sale Order.
If you just validated a Sale Order and cannot reach the "Related Sale Packing List", wait a minute, this will be available soon. You will see sometimes a little clock on the right of the screen, this means that the application is applying the requested changes, so be patient, it only takes a few seconds generally.
Using "Jump..." menu, you can quickly access to the newly generated "Sale Packing List related to Sale Order: Red LED". Then if you need to go back to the initial Sale Order, you can either use the "Jump..." list again, or by browsing the Sale Orders in the "Modules" list.
Now you can have a look at the fresh new Packing List document. In next tutorial, you will learn how to manage Sale Packing Lists.